All Articles
What's Important to You About Money?
Chris Kittrell
Before you read any further, pause for a moment, step away from the noise, and ask yourself one simple question:...
View Article
Filter By
Becoming a Parent
Hannah Whatley, CFP®
A new parent reflects on being present in life’s seasons—and how thoughtful financial planning can help you spend time and money on what matters most.
View Article
Bear Spray and Behavior - What does Investing Risk Look Like to You?
Hannah Whatley, CFP® , AIF®
A bear-spray story turns into a simple investing lesson: risk looks different for everyone—so your plan should match your real comfort level and goals.
View Article
Three Financial Situations I Hate to See (And How You Can Avoid Them)
Hannah Whatley, CFP® , AIF®
Financial pitfalls don’t always come with warning signs. Advisor Hannah Whatley shares three avoidable mistakes she hates to see—and what to do instead.
View Article
Past Experience Does Not Predict Future Market Behavior
Hannah Whatley, CFP®, AIF®
Past experiences can mislead us, especially in investing. Don’t rely on memories or patterns to predict the market—stay disciplined, diversify, and focus on your financial goals.
View Article
The Most Important Financial Lesson—Doctor’s Orders
Hannah Whatley, CFP®, AIF®
A doctor’s simple yet powerful financial lesson: spend less than you make. Learn key money wisdom from experts and how it shapes smart financial planning for a secure future.
View Article
Garbage In, Garbage Out: How Your Inputs Shape Your Financial Mindset
Hannah Whatley, CFP®, AIF®
The information we consume impacts our financial decisions. Learn how tuning out the noise and sticking to a plan can help you navigate market volatility and focus on what truly matters.
View Article
Celebrating Mother's Day in Peru: A Heartfelt Tribute to My Mom
Hannah Whatley, CFP®, AIF®
Experience Mother's Day 2022 in Peru, where the entire country celebrates mothers with parades, flowers, and heartfelt gestures. A special tribute to the love and appreciation of moms
View Article
Lessons in Timing the Market
Hannah Whatley, CFP®, AIF®
Confidence in financial planning means understanding both what we know and what we don’t. Learn why predicting markets doesn’t work and how to plan for an uncertain future.
View Article
How Focusing on What You Can Control Can Improve Your Financial Strategy
Hannah Whatley, CFP®, AIF®
Learn how focusing on controllable factors, like risk tolerance and strategic planning, can lead to financial success, both in investments and life decisions.
View Article
Planning for Retirement: Finding Purpose Beyond Finances
Hannah Whatley, CFP®, AIF®
A fulfilling retirement is about more than money. Discover why purpose, curiosity, and connection matter just as much as financial security in your retirement plan.
View Article
Buying a Home in Uncertainty: A Financial Planner’s Perspective
Hannah Whatley, CFP®, AIF®
Buying a home is emotional, especially in uncertain markets. Learn how planning, preparation, and trusted advice can help you make confident financial decisions.
View Article
Financial Planning Checklist: Preparing for Retirement at Any Stage
Hannah Whatley, CFP®, AIF®
A comprehensive financial checklist for planning ahead and approaching retirement. Covering savings, debt, investments, insurance, estate plans, and more.
View Article